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WMBLX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
98.88M

WMBLX WesMark Balanced Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Eli Lilly & Co (NYSE:LLY), JPMorgan Chase & Co (NYSE:JPM), ABBVIE (NYSE:ABBV), Chevron Corp (NYSE:CVX), PepsiCo (NASDAQ:PEP), Cisco Systems (NASDAQ:CSCO), Caterpillar (NYSE:CAT), Texas Instruments (NASDAQ:TXN), CVS HEALTH Corp (NYSE:CVS).

Industry description

The investment seeks capital appreciation and income. The fund pursues its investment objective by investing in a mix of equity, fixed-income and money market investments. The Adviser first determines the percentage of the fund's portfolio to invest in equity securities, the percentage to invest in fixed-income securities and the percentage to invest in money market investments. The percentage ranges of securities in each asset class are: equity securities 30-70%; fixed-income securities 30-70%; and money market investments 0-40%.

Market Cap

The average market capitalization across the WesMark Balanced MF is 373.59B. The market cap for tickers in the group ranges from 95.98B to 2.82T. AAPL holds the highest valuation in this group at 2.82T. The lowest valued company is CVS at 95.98B.

Volume

The average weekly volume growth across all stocks in the WesMark Balanced MF was -19%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was -7%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 49
P/E Growth Rating: 41
Price Growth Rating: 36
SMR Rating: 28
Profit Risk Rating: 30
Seasonality Score: -43 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
WesMark Funds5800 Corporate DrivePittsburgh
Phone
N/A
Web
www.wesmarkfunds.com
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WMBLX and

Correlation & Price change

A.I.dvisor indicates that over the last year, WMBLX has been closely correlated with RLBFX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if WMBLX jumps, then RLBFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WMBLX
1D Price
Change %
WMBLX100%
+0.08%
RLBFX - WMBLX
93%
Closely correlated
N/A
RLBBX - WMBLX
93%
Closely correlated
N/A
RLBEX - WMBLX
93%
Closely correlated
N/A
RLBCX - WMBLX
93%
Closely correlated
N/A
RLBAX - WMBLX
93%
Closely correlated
N/A
More